EcoSys Help - Projects (2.03) - EcoSys

PPMProduct: EcoSys
PPMCategory_custom: Help

EcoSys Help - Projects
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EcoSys Projects System
EcoSys Projects Home Screen
EcoSys Projects Setup
Project Setup Process
Establish the Project
Create a Project without a Project Structure
Create a Project and Project Structure from Template
View or Update Project Attributes
Setup General Project Data
Update Project Dates
Establish Project Currencies and Rate Tables
Establish ICMS Common
Establish Workflow Administration
Establish Budget Administration
Define Budget Approval Threshold Level Values
Update Project Budget ID Format
Establish Change Administration
Define Change Approval Threshold Level Values
Update Project Change ID Format
Update Project Issue ID Format
Maintain or View Commitment ID Format
Establish Forecast Administration
Update Project Risk ID Format
Update Fund Request ID Format
View Prioritization Score
View Project Strategic Alignment
Close a Project
Re-Open a Project
Snapshot Project Data
View Project Log
Project-Specific Alternate Structures
Establish Alternate Structure Headers
Create Organization Breakdown Structure (OBS) Header
Create Cost Breakdown Structure (CBS) Header
Create Alternate Breakdown Structure (ABS) Header
Delete Alternate Structure
Establish Alternate Structure Details
Manually Create or Update Alternate Structure Details
Import Alternate Structure Details
Project Structure
Create the Project Structure
Establish and Update Project Structure Manually
Import Project Structure
View or Update Project Structure Attributes
Update Project Structure General Data
View Project Related Dates
Update Project Structure Currency & Rates
Update Exchange Rate Table
Project Charter
Estimate Setup
Establish the Estimates
Create an Estimate Project without an Estimate Structure
Create an Estimate Project from Template
Create an Estimate Project from Estimate Project
Create an Estimate Project from Active Project
Activate Estimating for Existing Project
Close Estimate Project
Re-Open Estimate Project
View or Update Estimate Project Attributes
Establish General Estimate Project Data
Establish Estimate Project Dates
Establish Estimate Project Currencies and Rate Tables
View Estimate Logs
Establish Estimate Project Structure
Establish and Maintain Estimate Structure Manually
Import Estimate Structure
View or Maintain Estimate Structure Attributes
View or Update Estimate Structure General Attributes
View Estimate Structure Currency & Rates
View or Update Rate Tables
Update Project Labor Rates
Update Project Equipment Rates
Update Project Material Rates
Import Unit Rate Tables
View All Project Estimate Rate Tables
Estimate Summary
Update Estimate Details
Update Labor Details
Update Material Details
Update Equipment Details
Update Other Costs
Update Crews
Update Unit Rate Library
Update Estimate Documents
Update the Adjustments
Add Adjustments to Line Items
Create New Adjustments from the Estimate Summary panel
View Estimate Summary
Snapshot Estimate Project
Time-Phase Estimate Line Items
Update Time-Phase Estimates Settings
Time-Phase Estimates
View Time-Phased Details
View Time-Phase Charts
Analyse Estimate Summary
Import Estimated Details
Import Labor Estimates
Import Material Estimates
Import Equipment Estimates
Import Other Cost Estimates
Generate Estimate Reports
Generate Estimate Snapshot Summary Report
Generate Estimate Summary Report
Structure Mapping
Activate Estimate Project
Establish Project Structure
Create Project Structure Manually
Import Project Structure
Map the Estimate Object to Project Object
Set the CCL to Yes
Link the Objects
Remove Object Map
Create Unapproved Budget from Estimate
Estimate Status
Project Schedule
View the Project Structure and its Schedule
Create New Project Object
Update Project Schedule
Update Duration
Update Task Dependencies
Add Lag between the Tasks
Establish Constraint Types
Establish and Update Constraint Types
Delete the link between the Tasks
View General Schedule Details
Establish and Maintain Schedule Details
Schedule Baselining
View Project Schedule with Baseline
Create Baseline Snapshot
Portfolio Analysis Dashboard
Project Manager Dashboard
View Project Summary
View Project Trends
View Project Open Items
Original Budget
Original Budget Process
Create New Budget
Establish Budget Details
Manually Establish and Update Budget Detail Line Items
Import Budget Detail Line Items
View Open Original Budget
Assign Budget ID
Time-Phase Budget Line Items
Establish Time-Phased Settings
Manually Establish Time-Phasing Settings
Import Time-Phasing Settings
Establish Time-Phasing at Line Item Level (Detail Settings)
Manual-Curve Spreading
Manually Spread Costs, Quantities and Hours
Establish Time-Phasing using Time-Phasing Balance Tools
Systematic Time-Phasing
View Time-Phased Results
Evaluate Budget Validation Checks
Submit Budget for Approval
Submit a Budget - Budget Register
Approve or Reject Budget
View or Analyze the Approved Budget
View an Approved Budget
Analyze a Budget
View the Budget Log
Re-Open a Budget
Budget Reports
Generate Project Budget Summary by Structure Report
Generate Project Budget Summary Report
Generate Project Budget Log Report
Generate Project Budget Details by Object Report
Generate Project Budget Details by Alternate Structure Report
Generate Project Budget Details by OBS Report
Generate Project Budget Details by CBS Report
Generate Project Budget Details by ABS Report
Generate Project Budget Details Report
Current Budget
View the Current Budget
Commitments
Commitment Process
Create Commitment Header
Manually Create Commitment Header
Import Commitment Header
Update Commitment Header Data
Update Commitment Header Data using the Commitment Register
Update Commitment Header Data using the General tab
Establish Commitment Line Items
Manually Establish and Update Commitment Line Items
Import Commitment Line Items
View Commitment Actuals
Commitment Reports
Generate Commitment Register Report
Generate Commitment Details by Commitment Report
Generate Actual Details by Commitment Report
Project Status
Project and Contract Budget Status
Project Changes
Project Change Management Process
Create New Change
View or Update Project Change Header Attributes
View or Update Project Change Attributes via Change Register
View or Update Project Change Attributes via General tab
Upload Project Change Documentation
Establish Project Change Details
Manually Create or Modify Project Change Detail Line Items
Import Change Detail Line Items
Time-Phase Project Change Line Items
Manual Time-Phasing
Systematic Time-Phasing
View Time-Phased Results
Evaluate Change Validation Checks
Submit Project Change for Approval
Approve or Reject the Change
View an Approved Change
Analyze Project Changes
View Change Log
Project Change Administration
Cancel a Project Change Request
Place a Change Request On-Hold
Re-Open a Change Request
Generate Change Reports
Generate Change Register Report
Generate Change Log Report
Change Details by Change
Project Change Status
Project Risk
Project Risk Process
Create New Project Risk
Update Risk Attributes
Update General Attributes
Update Triggers
Upload Risk Related Documents
Update Action Items
Calculate Risk Impact
Close Project Risk
Re-Open Project Risk
View Project Risk Log
Import Risk Data
Generate Risk Register Report
Project Issues
Project Issues Process
Create New Issue
View or Modify Project Issue Header Attributes
View or Update Project Issue Attributes via Issue Register panel
View or Update Project Issue Attributes via General Tab
Add Project Issue Comments
Upload Issue Documentation
Issue Management Administration
Change Issue Status to Open
Change Issue Status to Closed
View Issue Log
Project Actuals
Actuals Process
Establish Actual Start and End Dates
Manually Establish Actual Start and End Dates
Import Actual Start and End Dates
Establish Staging Line Items
Manually Establish and Update Staging Actual Line Items
Import Staging Line Items
Purge Staging Actuals
Establish Production Actuals
Post Staging Actuals to Production
View Production Actuals
Back Out Production Actuals
Establish Estimated Actual Costs Manually
Manually Establish Estimated Actual Line Items
View Actuals Log
Generate Actuals Reports
Generate Actuals Summary Report
Generate Actual Details by Object Report
Generate Estimated Actual Details by Object Report
Generate Actual Details by Alternate Structure Report
Earned Value
Earned Value Process
Establish Earned Value Progress Methods
Manually Establish Progress Methods
Import Progress Methods
Validate Progress Method Attributes
Establish Apportioned Effort
Establish and Update Weighted Milestones
Establish and Update Weighted Quantities
Establish and Update Weighted Deliverables
Update Physical % Complete
Generate Earned Value
View or Analyze Earned Value
View Earned Value Log
Generate Earned Value Reports
Generate Project Performance Summary Cost by Object Report
Generate Project Performance Cost Report
Generate Project Performance Summary Units by Object Report
Generate Project Performance Units Report
Generate Project Milestone Progress Details Report
Generate Project Quantity Progress Details Report
Productivity Analysis Dashboard
Projects Forecasts
Forecasting Process
Establish Forecast Methods
Manually Establish Forecasting Methods
Import Forecasting Methods and Attributes
Update Forecast Attributes
Establish Manual EAC Amount
Establish Manual ETC Amount
Establish Manual Factor Amount
Establish Manual Details
Validate the New EAC
Update Balance Methods
Update Balance Methods from the Forecast tab
Update Balance Methods from the Time-Phasing tab
Update Adjustment Methods
Update Adjustment Methods from the Forecast tab
Update Adjustment Methods from the Time-Phasing tab
Update the Time-Phased Forecast
Update Time-Phase Settings
Refresh Time-Phased Forecast
Establish Time-Phased Forecast Details
Manually Establish and Update Forecast Detail Line Items
Import Forecast Detail Line Items
Time-Phase Forecast
View the Time-Phased Forecast
View Time-Phase Charts
View Forecast
View Forecast EAC and New EAC Delta
View Performance Factors
Evaluate Validation Checks
Create Forecast Change
Approve or Reject the Forecast Variance Change
View Forecast Variance Details
View the Forecast Log
Generate Forecast Reports
Generate Project Forecast Summary by Object Report
Generate Project Forecast Summary Report
Generate Project Forecast Details by Object Report
Generate Project Forecast Details by OBS Report
Generate Project Forecast Details by CBS Report
Generate Project Forecast Details by ABS Report
Generate Project Forecast Details
Multi Project Forecast
Establish Multi Forecast
Establish Forecast Methods
Update Forecast Attributes
Establish Manual EAC Amount
Establish Manual ETC Amount
Validate the New EAC
Update Time-Phased Forecast
Update Time-Phase Settings
Refresh Time-Phased Forecast (Multi Project)
View Time-Phase Charts
View Forecast EAC
Evaluate Validation Checks
Create Forecast Change (Multi Project)
View Forecast Variance Details
View the Forecast Log
Forecast Comparison Dashboard
User Dashboard
View Projects and their Attributes
Manage the Pending Approvals
View the Approval Status
Approve or Reject Pending Budget
Approve or Reject Pending Change
Approve or Reject Pending Forecast Variance Change
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